Schedule a report

You can schedule any report in Better Reports to automatically run and deliver it at set times. This article explains how to create a report schedule.

Navigate to the Schedule tab and select Create Schedule
  1. Navigate to the Schedule tab
  2. Select Create Schedule
  3. Under Report settings
    1. If using a Shopify integrated account, select the Report
    2. If using a Standard account, select the Connection and Report
  4. Under Schedule settings:
    1. Configure the Frequency , interval and run time options
    2. Choose either Deliver empty reports or Skip empty reports
  5. Under Delivery settings, choose a delivery type:
    1. Email:
      1. Enter or select each recipient email address
      2. Select the export Format (CSV, Excel, PDF or HTML)
      3. Configure the formatting options, if needed
      4. Configure the customizable email options, if needed
    2. Google Sheets:
      1. Add a new Google Account or select an existing one
      2. Choose the run Behavior
      3. Select the destination Google Sheets file and Sheet
      4. Configure the formatting options, if needed
  6. Select Save schedule

⚠️ Better Reports applies row limits based on how often a schedule runs. For more details, see Row limits for schedules and exports.

Need more support?

If you get stuck or have additional questions, you can contact our team directly through the Help widget in the bottom-right corner — we typically respond within one business day.

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